WI
SF

WBI Investments’s Stifel SF Stock Holding History

WBI Investments’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$357K Sell
4,830
-10,137
-68% -$805K 0.1% 222
2025
Q4 		$1.25M Buy
14,967
+7,354
+97% +$588K 0.33% 77
2025
Q3 		$576K Sell
7,613
-5,803
-43% -$434K 0.15% 172
2025
Q2 		$928K Buy
+13,416
New +$824K 0.24% 123
2014
Q4 		– Sell
-99,067
Closed -$2.06M – 234
2014
Q3 		$2.06M Buy
+99,067
New +$2.06M 0.06% 126

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WBI Investments's SF Position: Q1 2026 in Review

WBI Investments reduced its Stifel (SF) stake by 68% in Q1 2026, selling an estimated $805K and leaving 4,830 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #222.

WBI Investments first reported a position in SF in Q3 2014 and has held it in 5 quarters since. The position peaked at $2.06M in Q3 2014. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • WBI Investments held 4,830 shares of Stifel worth $357K as of Q1 2026.
  • WBI Investments sold 10,137 Stifel shares in Q1 2026, an estimated $805K.
  • Stifel made up 0.1% of WBI Investments's portfolio in Q1 2026, its #222 holding.
  • WBI Investments first reported a position in Stifel in Q3 2014 and has held it in 5 quarters since.
  • WBI Investments's Stifel position peaked at $2.06M in Q3 2014.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.